Western Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Western Wealth Management’s Portfolio LYB Stock Details LYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,920	Closed	-$760K	–	714
2024 Q3	$760K	Buy	+7,920	New	+$759K	0.04%	355
2024 Q1	–	Sell	-7,478	Closed	-$711K	–	690
2023 Q4	$711K	Sell	7,478 -128	-2%	-$12K	0.05%	338
2023 Q3	$720K	Buy	7,606 +284	+4%	+$27.3K	0.06%	311
2023 Q2	$672K	Buy	7,322 +627	+9%	+$57.3K	0.06%	315
2023 Q1	$629K	Buy	6,695 +155	+2%	+$14.4K	0.06%	318
2022 Q4	$543K	Sell	6,540 -1,968	-23%	-$161K	0.06%	327
2022 Q3	$653K	Buy	8,508 +336	+4%	+$28.4K	0.04%	405
2022 Q2	$713K	Buy	8,172 +59	+0.7%	+$6.15K	0.04%	377
2022 Q1	$834K	Buy	+8,113	New	+$809K	0.04%	380
2021 Q2	$667K	Buy	+6,521	New	+$706K	0.07%	294

Other funds holding LYB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Western Wealth Management's LYB Position: Q4 2024 in Review

Western Wealth Management sold out of LyondellBasell Industries (LYB) in Q4 2024, closing a stake of 7,920 shares — an estimated $760K sold.

Western Wealth Management first reported a position in LYB in Q2 2021 and held it in 10 quarters. The position peaked at $834K in Q1 2022. 970 funds tracked by Wall St. Rank hold LYB as of Q4 2024.

Western Wealth Management reported no remaining LyondellBasell Industries position as of Q4 2024 after selling out during the quarter.
Western Wealth Management sold 7,920 LyondellBasell Industries shares in Q4 2024, an estimated $760K.
Western Wealth Management first reported a position in LyondellBasell Industries in Q2 2021 and held it in 10 quarters.
Western Wealth Management's LyondellBasell Industries position peaked at $834K in Q1 2022.
970 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.